Publish data to Cube directly from your spreadsheet to update and democratize source data for accurate reporting and forecasting.
There are a few ways you can use Publish:
- Publish data in a range. Ex: Headcount planning
- Publish cells within a range. Ex: Salary changes
- Publish a template to Cube for future use.
🗣️ Utilize the Set attributes function to store drilldown details in each publish.
Remember that certain dimension types cannot be altered via Publish: Parent Dimensions, Formula Dimensions, and Write-Protected Scenario Dimensions. Learn more here.
Publish Data in a Range
1. Create an active range if you haven't already.
You can select a pre-formatted range, build one from your dimensions in the Cube portal, or open an existing template.
2. Confirm that the active range does not include parent, formula, or write-protected scenario dimensions.
3. Make the changes in appropriate cells; under Publish > Data, select the Publish Data button.
4. Communicate context to changes in the Audit Trail by including a message in your publish using the text box.
Publish Cells within a Range
To publish specific cells within a larger range:
1. Highlight the cells within the range you'd like to change
2. Under Publish > Data check Use selected area to only publish the cells highlighted.
3. Select the Publish Data button to execute the publish. You'll receive a green confirmation notification in your add-on, if the publish was successful.
If you're receiving errors when publishing, investigate what might be going wrong.
Publish a Template to Cube
If you've created a report that you'd like to repurpose or see other teams adopt, you can Publish it as a template for future use.
1. Under Publish, select Template
2. Name your Template
3. If you want it to be public to other users and check the Share with all {Company} users
4. Hit Publish Template
Your template will now be available under Open.
Have ideas on how to make Publish work even better for you? Tell our Product team!
Comments
0 comments
Article is closed for comments.